See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,437 | $177,572-88.5% | $154,803-86.8% | $142,382-85.6% |
| Participation rate | 29.2% | 82.1%-52.9pp | 78.1%-48.9pp | 80.1%-51.0pp |
| Annual return | 6.64% | 65.07%-58.4pp | 58.88%-52.2pp | 217.08%-210.4pp |
| Employer contribution / active EE | $1,139 | $4,810-76.3% | $4,305-73.5% | $4,299-73.5% |
| Participant deferral / active EE | $3,157 | $6,272-49.7% | $5,540-43.0% | $6,507-51.5% |
| Admin fee / account holder | $10,344 | $16,786-38.4% | $14,329-27.8% | $12,624-18.1% |